Casco Bay Wealth Advisors celebrates new venture in Brunswick

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Post Date: May 16, 2014 5:25 pmUpdated: May 16, 2014 5:28 pm

BRUNSWICK, Maine — Casco Bay Wealth Advisors will formally celebrate the successful launch of its new firm with an open house at 5:30 p.m. Thursday, May 22, at their office in Brunswick, 261 Bath Road Suite B.

Founded by six financial advisors previously with Northeast Financial Services, the firm opened its doors in December of 2013. Casco Bay Wealth Advisors’ focus is on helping to manage all aspects of their clients’ financial lives, from retirement planning to risk management to taxation. Combined, the six principals bring 125 years of combined financial industry experience to the firm.